Banking AI Suite: Robo-Advisory
Personalized portfolios at scale.
Automate goal-based planning, portfolio construction, and ongoing rebalancing—while keeping advisors and compliance in control.
Customer Benefits
Tailored Portfolios
Create custom portfolios based on goals, risk, horizon, and constraints
Automated & Tax-Aware Investing
Automates rebalancing and tax-aware moves with clear explanations for customers
Advisor-Led Control
Keeps advisors in control with a clear process for approvals, notes, and suitability checks
Core capabilities
Goal &
Risk Profiling
Objectives, capacity, constraints, ESG preferences
Portfolio
Construction
Model templates, ETFs/MFs, sleeves, glide paths
Rebalancing & Tax-Awareness
Drift controls, tax-loss harvesting rules
Suitability
& Disclosures
Reason codes, pre-trade validation, client letters
Advisor
& Client Portals
Proposals, approvals, e-sign, performance views
Data
& Reporting
Statements, fee reports, audit logs, exports
Built for regulated wealth
Designed for banks, brokers, RIAs, and NBFCs—policy controls, maker–checker, and auditability included.
Integrations & Ecosystem
Connects with: custodians/brokers, RTAs/transfer agents, market data, CRM, KYC/AML
Executes via: order management APIs; records evidence for audit data-residency rules
Security & Privacy
Consent & encryption, role-based access, data retention controls
Outcomes and Stakeholders
Time to Value
Pilot in 6–10 weeks with prioritized models and flows.
Outcome Snapshot
Faster time-to-proposal, higher STP rates
Reduced portfolio drift, improved client engagement
Typical Trackable KPIs
Time-to-recommendation, proposal acceptance, STP%
Drift beyond bands, rebalancing completion, realized tax benefits
AUM growth, retention, advisor productivity
Who Uses It
Advisors & Wealth Managers
Product/Investment Teams
Compliance
IT/Analytics
FAQs
We've got the answers you're looking for.
Can we keep our model portfolios?
Yes—import and version them.
Is tax logic configurable?
Yes—rules for lots, harvesting, holding-periods.
Can clients self-serve?
Yes—advisor-led, hybrid, or fully digital.
Ready to scale personalized portfolios?
Explore a Guided Demo → See model import, proposals, and rebalancing live.
